HomeMy WebLinkAboutJDK CONSULTING - 2001-11-07Ou its\; Contracts Checklist for Submittal to
City Clerk's Office
(Please transmit this form when your contract is ready to be filed in the City Clerk's office)
To: Connie Brockway, City Clerk
x5404
1. Name of Contractor:
JDK Consulting
19744 Beach Blvd., Suite 347
Huntington Beach, CA 92648
(714) 969-8794
2. Purpose of Contract: For Example: Audit Services or Water Quality Testing Huntington take — Huntington Central Park
Professional Services - Housing Rehabilitation Loan Program
3. Expiration Date: If no expiration date, please put a tentative expiration date so the City Clerk's office can inquire of your
department if the file is ready to inactivate.
11 /6/2002
4. Amount of Contract:
$20, 000.00
A. Is the attached contract RELATED to a PREVIOUSLY SUBMITTED contract (renewallamendmentletc)? EYES ❑ NO
B. Did you attach the LIST OF CONSULTANTS from whom proposals were requested — pursuant to HBMC 3.03.100? 0 YES ❑ NIA
OR Is the attached contract a SOLE SOURCE? ❑ YES N NIA
C. Did you attach a COPY of the ir+surance certificatelwaiver and send the ORIGINAL to Risk Management? 0 YES
PLEASE INCLUDE:
Terri King x8831
Name/Extension
Economic Development
Department
2/21 /02
Date
1 9-.lfnrmslcity clerk contract chedclist.dnc
CITY CLERK'S OFFICE USE ONLY:
Data
ID
(600.10 or `done Pending
7/ -
gqTbt
C
Y : ftbyx;L.
RECORDS DIV: Check City Clerk's Database for Existinsi File. ❑
10
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
JDK CONSULTING
FOR
THE MANAGEMENT AND ADMINISTRATION OF
CITY'S HOUSING REHABILITATION LOAN PROGRAM
Table of Contents
1
Scope of Services.....................................................................................................1
2
City Staff Assistance ................................................................................................
2
3
Term; Time of Performance................................•--•........................................ ;........2
4
Compensation ....................................
.----------- 2
5
Extra Work.......................................................................................................6.......2
6
Method of Payment..................................................................................................3
7
Disposition of Plans, Estimates and Other Documents.........................................6.3
8
Hold Harmless .................................................. --.... 6................................................
3
9
Professional Liability Insurance ..............................
................ 4
10
Certificate of Insurance............................................................................................5
11
Independent Contractor............................................................................................6
12
Termination of Agreement.......................................................................................6
13
Assignment and Delegation..............................................................................:.......6
14
Copyrights./Patents...................................................................................................7
15
City Employees and Officials.. .................................... 66....6
................................... 6.7
16
Notices .......... -..................................... .... .....................................
7
17
Consent................................................................8
18
Modification.............................................................................................................8
19
Section Headings........................................................•--•.........................................8
20
Interpretation of this Agreement..............................................................................9
21
Duplicate Original................................................................... ...9
..............................
22
Immigration ........ ...............................................................................
23
Legal Services Subcontracting Prohibited.......................................6...6...6................9
24
Attorney's Fees.....................................................................................................6.10
25
Survival.......... ........................................ ......................................................
10
26
Governing Law.............................................................. ...10
........................................
27
Entirety... .... 6 ......................................... 6 .... 6 ... 66 ......................
6 ... 66-6-6 ...........10
jmt:jn:'0l agre&JDK Consul tin e.-1,';-02
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
JDK CONSULTING
FOR
THE MANAGEMENT AND ADMINISTRATION OF
CITY'S HOUSING REHABILITATION LOAN PROGRAM
THIS AGREEMENT ("Agreement") is made and entered into this 7th day of
November, 2001, by and between the City of Huntington Beach, a municipal corporation
of the State of California, hereinafter referred to as "CITY," and JDK Consulting, a sole
proprietorship, hereinafter referred to as "CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to provide
services related to the management and administration of the City's housing rehabilitation
loan program; and
Pursuant to documentation on file in the office of the City Clerk, the provisions of
the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of
professional service contracts have been complied with; and
CONSULTANT has been selected to perform these services,
NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows:
1. SCOPE OF SERVICE
CONSULTANT shall provide all services as described in Exhibit "A",
which is attached hereto and incorporated into this Agreement by this reference. These
services shall sometimes hereinafter be referred to as the "PROJECT."
CONSULTANT hereby designates Joyce de Kreek, who shall represent it
and be its sole contact and agent in all consultations with CITY during the performance of
this Agreement.
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2. CITY STAFF ASSISTANCE
CITY shall assign a staff coordinator to work directly with CONSULTANT
in the performance of this Agreement.
3. TERM; TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of CONSULTANT
are to commence as soon as practicable after November 7, 2001 (the "Commencement
Date"). This Agreement shall expire on November 6, 2002, unless sooner terminated as
provided herein. All tasks specified in Exhibit "A" shall be completed no later than one
(1) year from the Commencement Date of this Agreement. These times may be extended
with the written permission of CITY. The time for performance of the tasks identified in
Exhibit "A" are generally to be shown in Exhibit "A." This schedule may be amended
to benefit the PROJECT if mutually agreed to in w iting by CITY and CONSULTANT.
4. COMPENSATION
In consideration of the performance of the services described herein, CITY
agrees to pay CONSULTANT on a time and materials basis at the rates specified in
Exhibit "B," a fee, including all costs and expenses. not to exceed Twenty Thousand
Dollars (S20,000.00).
5. EXTRA WORK
In the event CITY requires additional services not included in Exhibit "A"
or changes in the scope of services described in Exhibit "A," CONSULTANT will
undertake such work only after receiving written authorization from CITY. Additional
compensation for such extra work shall be allowed only if the prior written approval of
CITY is obtained.
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6. METHOD OF PAYMENT
CONSULTANT shall be paid pursuant to the terms of Exhibit "B," which
is attached hereto and incorporated by reference into this Agreement.
7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that title to all materials prepared hereunder,
including, without limitation, all original drawings, designs, reports, both field and office
notices, calculations, computer code, language, data or programs, maps, memoranda,
letters and other documents, shall belong to CITY, and CONSULTANT shall turn these
materials over to CITY upon expiration or termination of this Agreement or upon
PROJECT completion, whichever shall occur first. These materials may be used by CITY
as it sees fit.
8. HOLD HARMLESS
CONSULTANT hereby agrees to protect, defend, indemnify and hold
harmless CITY, its officers, elected or appointed officials, employees, agents and
volunteers from and against any and all claims, damages, losses, expenses, judgments,
demands and defense costs (including, without limitation, costs and fees of litigation of
every nature or liability of any kind or nature) arising out of or in connection with
CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent performance of
this Agreement or its failure to comply with any of its obligations contained in this
Agreement by CONSULTANT, its officers, agents or employees except such loss or
damage which was caused by the sole negligence or willful misconduct of CITY. CITY
shall be reimbursed by CONSULTANT for all costs and attorney's fees incurred by CITY
in enforcing this obligation. CONSULTANT will conduct all defense at its sole cost and
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jmf!jn:-0Iagree'J13K Consuldng`IM02
expense and CITY shall approve selection of CONSULTANT's counsel. This indemnity
shall apply to all claims and liability regardless of whether any insurance policies are
applicable. The policy limits do not act as limitation upon the amount of indemnification
to be provided by CONSULTANT.
9. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall obtain and furnish to CITY a professional liability
insurance policy covering the work performed by it hereunder. This policy shall provide
coverage for CONSULTANT's professional liability in an amount not less than One
Million Dollars (S1,000,000.00) per occurrence and in the aggregate. The above -
mentioned insurance shall not contain a self -insured retention, "deductible" or any other
similar form of limitation on the required coverage except with the express written consent
of CITY. A claims -made policy shall be acceptable if the policy further provides that:
A. The policy retroactive date coincides with or precedes the initiation
of the scope of work (including subsequent policies purchased as
renewals or replacements).
B. CONSULTANT shall notify CITY of circumstances or incidents
that might give rise to future claims.
CONSULTANT will make every effort to maintain similar insurance during
the required extended period of coverage following, PROJECT completion. If insurance is
terminated for any reason, CONSULTANT agrees to purchase an extended reporting
provision of at least two (2) years to report claims arising from work performed in
connection with this Agreement.
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10. CERTIFICATE OF INSURANCE
Prior to commencing performance of the work hereunder, CONSULTANT
shall furnish to CITY a certificate of insurance subject to approval of the City Attorney
evidencing the foregoing insurance coverage as required by this Agreement; the certificate
shall:
A. provide the name and policy number of each carrier and policy;
B. shall state that the policy is currently in force; and
C. shall promise that such policy shall not be suspended, voided or
canceled by either party, reduced in coverage or in limits except
after thirty (30) days' prior written notice; however, ten (10) days'
prior written notice in the event of cancellation for nonpayment of
premium.
CONSULTANT shall maintain the foregoing insurance coverage in force
until the work under this Agreement is fully completed and accepted by CITY.
The requirement for carrying the foregoing insurance coverage shall not
derogate from CONSULTANT's indemnification and defense obligations as set forth in
this Agreement. CITY or its representative shall at all times have the right to demand the
original or a copy of the policy of insurance. CONSULTANT shall pay, in a prompt and
timely manner, the premiums on the insurance hereinabove required.
11. INDEPENDENT CONTRACTOR
CONSULTANT is, and shall be, acting at all times in the performance of
this Agreement as an independent contractor herein and not as an employee of CITY.
CONSULTANT shall secure at its own cost and expense, and be responsible for any and
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jmVjNOlagrez'JDK Consulting!1,7 02
all payment of all taxes, social security, state disability insurance compensation,
unemployment compensation and other payroll deductions for CONSULTANT and its
officers, agents and employees and all business licenses, if any, in connection with the
PROJECT and/or the services to be performed hereunder.
12. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and.;'orkmanlike
manner. CITY may terminate CONSULTANT's services hereunder at any time with or
without cause, and whether or not the PROJECT is fully complete. Any termination of this
Agreement by CITY shall be made in writing, notice of which shall be. delivered to
CONSULTANT as provided herein. In the event of termination, all finished and
unfinished documents, exhibits, report, and evidence shall. at the option of CITY, become
its property and shall be promptly delivered to it by CONSULTANT.
13. ASSIGNMENT AND DELEGATION
This Agreement is a personal service contract and the work hereunder shall
not be assigned, delegated or subcontracted by CONSULTANT to any other person or
entity without the prior express written consent of CITY. If an assignment, delegation or
subcontract is approved, all approved assignees, delegates and subconsultants must satisfy
the insurance requirements as set forth in Sections 9 and 10 hereinabove.
14. COPYRIGHTS./PATENTS
CITY shall own all rights to any patent or copyright on any work, item or
material produced as a result of this Agreement.
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15. CITY EMPLOYEES AND OFFICIALS
CONSULTANT shall employ no CITY official nor any regular CITY
employee in the work performed pursuant to this Agreement. No officer or employee of
CITY shall have any financial interest in this Agreement in violation of the applicable
provisions of the California Government Code.
16. NOTICES
Any notices, certificates, or other communications hereunder shall be given
either by personal delivery to CONSU LTANT's agent (as desi gnated in Section 1
hereinabove) or to CITY as the situation shall warrant, or by enclosing the same in a sealed
envelope, postage prepaid, and depositing the same in the United States Postal Service, to
the addresses specified below. CITY and COI`SULTA_VT may designate different
addresses to which subsequent notices, certificates or other communications will be sent by
notifying the other party via personal delivery, reputable overnight carrier or U.S. certified
mail —return receipt requested:
TO CITY:
City of Huntington Beach
ATTN: Director of Economic Development
2000 Main Street
Huntington Beach, CA 92648
17. CONSENT
TO CONSULTANT:
Joyce de Kreek
19744 Beach Blvd., Suite 347
Huntington Beach, CA-92648
When CITY's consent/approval is required under this Agreement, its
consent/approval for one transaction or event shall not be deemed to be a consent/approval
to any subsequent occurrence of the same or any other transaction or event.
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18. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid
unless in writing and duly executed by both parties.
19. SECTION HEADINGS
The titles, captions, section, paragraph and subject headings, and descriptive
phrases at the beginning of the various sections in this Agreement are merely descriptive
and are included solely for convenience of reference only and are not representative of
matters included or excluded from such provisions, and do not interpret, define, limit or
describe, or construe the intent of the parties or affect the construction or interpretation of
any provision of this Agreement.
20. INTERPRETATION OF THIS AGREEMENT
The language of all parts of this Agreement shall in all cases .be construed
as a whole, according to its fair meaning, and not strictly for or against any of the parties.
if any provision of this Agreement is held by an arbitrator or court of competent
jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate
or affect the remaining covenants and provisions of this Agreement. No covenant or
provision shall be deemed dependent upon any other unless so expressly provided here.
As used in this Agreement, the masculine or neuter gender and singular or plural number
shall be deemed to include the other whenever the context so indicates or requires.
Nothing contained herein shall be construed so as to require the commission of any act
contrary to law, and wherever there is any conflict between any provision contained herein
and any present or future statute, law, ordinance or regulation contrary to which the parties
have no right to contract, then the latter shall prevail, and the provision of this Agreement
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which is hereby affected shall be curtailed and limited only to the extent necessary to bring
it within the requirements of the la-;v.
21. DUPLICATE ORIGINAL
The original of this Agreement and one or more copies hereto have been
prepared and signed in counterparts as duplicate originals, each of which so executed shall,
irrespective of the date of its execution and delivery, be deemed an original. Each
duplicate original shall be deemed an original instrument as against any party who has
signed it.
22. IMMIGRATION
CONSULTANT shall be responsible for full compliance with the
immigration and naturalization laws of the United States and shall, in particular, comply
with the provisions of the United States Code regarding employment verification.
23. LEGAL SERVICES SUBCONTRACTING PROHIBITED
CONSULTANT and CITY agree that CITY is not liable for payment of any
subcontractor work involving legal services, and that such legal services are expressly
outside the scope of services contemplated hereunder. CONSULTANT understands that
pursuant to Huntington Beach City- Charter Section 309, the City Attorney is the exclusive
legal counsel for CITY; and CITY shall not be liable for payment of any legal services
expenses incurred by CONSULTANT.
24. ATTORNEY'S FEES
Except as expressly set forth in Section 8 of this Agreement, .in the event
suit is brought by either party to construe, interpret and/or enforce the terms and/or
provisions of this Agreement or to secure the performance hereof, each party shall bear its
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jmf'jn 0I agrec1JDK ConsuI6ne'l,'T02
own attorney's fees, such that the prevailing party shall not be entitled to recover its
attorney's fees from the non -prevailing party.
25. SURVIVAL
Terms and conditions of this Agreement, which by their sense and context
survive the expiration or termination of this Agreement shall so survive.
26. GOVERNING LAW
This Agreement shall be governed and construed in accordance with the
laws of the State of California.
27. ENTIRETY
The parties acknowledge and agree that they are entering into this
Agreement freely and voluntarily following extensive arm's length negotiation, and that
each has had the opportunity to consult with legal counsel prior to executing this
Agreement. The parties also acknowledge and agree that no representations, inducements,
promises, agreements or warranties, oral or otherwise, have been made by.that party or
anyone acting on that party's behalf, which are not embodied in this Agreement, and that
that party has not executed this Agreement in reliance on any representation, inducement,
promise, agreement, warranty, fact or circumstance not expressly set forth in this
Agreement. This Agreement, and the attached exhibits, contain the entire agreement
between the parties respecting the subject matter of this Agreement, and supercede all prior
understandings and agreements whether oral or in writing between the parties respecting
the subject matter hereof.
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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by and through their authorized offices the day, month and year first above
written.
CONSULTANT,
CITY OF HUNTINGTON BEACH,
JDK CONSULTING, a municipal corporation of the State of
a sole proprietorship California
By: Qj)�+
J e eek, Owner (� ,
Director of � rC !�
(Pursuant To HB: §3.03.100)
APPROVED AS TO FORM:
City Attorney
REVIEWED AND APPROVED:
City Administrator
(only for contracts over S50.000.00)
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EXHIBIT "A"
A. STATEMENT OF WORK: (Narrative of work to be performed)
Provide services related to the management and administration of the City's
housing Rehabilitation Loan Program (`RLP,
B. CONSULTANT'S DUTIES AND RESPONSIBILITIES:
1. Perform initial inspection of single family residences, town homes, condos
and mobile homes within the Citv of Huntington Beach .to determine
existing code violations and work that is RLP and' Community
Development Block Grant (`'CDBG") eligible. and prepare N.kTitten work
specifications for each property inspected for proposed rehabilitation work,
to include highlighted code violations. Prepare additional copy of the same
work specifications with cost estimates of the proposed work, on a line item
basis, as well as a grand total amount.
2. Attend and facilitate meetings with construction and abatement contractors
and homeowners.
3. Perform final inspection and approval of completed rehabilitation work, as
per prepared written work specifications.
4. Provide construction and program -related consultation as needed.
C. CITY'S DUTIES AND RESPONSIBILITIES:
1. Provide information and documentation, when requested by
CONSULTANT and if necessary.
2. Attend various meetings with CONSULTANT._ when requested by
CONSULTANT and if necessary.
D. WORK PROGRAMIPROJECT SCHEDULE:
CONSULTANT shall provide these services on an as needed basis as requested by
CITY.
jrn jn:Olagree/JDK Consulting -II 7;02
EXHIBIT "B"
Payment Schedule (Hourly Payment)
A. Hourly Rate
CONSULTANT's fees for such services shall be based upon the following
hourly rate and cost schedule: Fifty-eight Dollars (558.00) per hour, which
rate includes payment for CONSULTANT's costs and expenses.
B. Travel
I . Charges for time during travel are normally not reimbursable and
will only be paid if such time actually used in performing services
for CITY or as otherwise arranged with CITY.
2. As CITY sometimes uses consultants that are outside of the nearest
metropolitan area, CITY is very conscious of travel costs. Subject
to agreement otherwise, CONSULTANT will be held to charging no
fees on travel time to or from Huntington Beach.
3. Automobile expenses are limited to Twenty-seven Cents (50.27) per
mile. All other travel expenses must be approved in advance by
CITY in writing. Requests for approval shall be submitted at least
fourteen (14) days in advance, to allow for reduced transportation
fares. Meals are not billable to CITY, without prior written consent
of CITY.
C. Billing
1. All billing shall be done monthly in one -tenth -hour (0.10)
increments and matched to an appropriate breakdown of the time
that was taken to perform that work and who performed it.
Minimum billing charges are unacceptable. CONSULTANT shall
only charge for actual time spent. For example, minimum of 0.2
hours for phone calls or 0.4 hours for letters is unreasonable unless
that is an accurate measure of time spent.
2. Each month's bill should include a total to date. That total should
provide, at a glance, the total fees and costs incurred to date for the
case or matter.
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3. Telephone, cellular phone and postage charges are billable at actual
cost. A copy of all service bills/costs should accompany the billing
for each single item that exceeds Seventy -Five Dollars ($75.00).
The fee for the sending or receiving of facsimiles shall not exceed
Twenty-five Cents (S0.25) per page. CITY will not pay a fee or
charge for telephone calls or facsimiles to CITY. Photocopier costs
should be no more than the actual cost of duplication, or Ten Cents
($0.10) per page, whichever is less.
4. CITY will not pay for secretarial time or secretarial overtime. CITY
will not pay for secretarial tasks or tasks that should be subsumed
into CONSLILTANT's overhead. For example, time spent for
faxing, mailing, arranging for messengers and calendaring are not
acceptable charges.
5. CITY will not pay for word processing charges. This includes per
page or hourly charges.
6. CITY will not pay for billing or discussion of bills. If CITY has
questions about billing or needs additional information on bills, that
is not a charJeable event; CONSULTANT should respond without
charging CITY for the time required.
7. CITY appreciates when CONSULTANT has researched an issue
previously and uses that research on the present case. CITY has
retained CONSULTANT because of its past experience.
CONSULTANT shall not charge CITY for work it has done and
billed another client for in the past.
8. Delivery of work product: A copy of every memorandum, letter,
report, calculation and other documentation prepared by
CONSULTANT shall be submitted to CITY to demonstrate progress
toward completion of tasks. In the event CITY rejects or has comments
on any such product, CITY shall identify specific requirements for
satisfactory completion.
9. CONSULTANT shall submit to CITY an invoice for each monthly
payment due. Such invoice shall:
A) Reference this Agreement;
B) Describe the services performed:
C) Show the total amount of the payment due;
D) Include a certification by a principal member of
CONSULTANT's firm that the work has been performed in
accordance with the provisions of this Agreement: and
E) For all payments include an estimate of the percentage of work
completed.
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Upon submission of any such invoice, if CITY is' satisfied that
CONSULTANT is making satisfactory progress toward completion of
tasks in accordance with this Agreement, CITY shall approve the
invoice, in which event payment shall be made within thirty (30) days
of receipt of the invoice by CITY. Such approval' shall not be
unreasonably withheld. If CITY does not approve an invoice, CITY
shall notify CONSULTANT in writing of the reasons for non -approval
and the schedule of performance set forth in Exhibit "A" may at the
option of CITY be suspended until the parties agree that past
performance by CONSULTANT is in, or has been brought into
compliance, or until this Agreement has expired or is terminated as
provided herein.
10, Any billings for extra work or additional services authorized in advance
and in writing by CITY shall be invoiced separately to CITY. Such
invoice shall contain all of the information required above, and in
addition shall list the hours expended and hourly rate charged for such
time. Such invoices shall be approved by CITY if the work performed
is in accordance with the extra work or additional services requested,
and if CITY is satisfied that the statement of hours worked and costs
incurred is accurate. Such approval shall not be unreasonably withheld.
Any dispute between the parties concerning payment of such an invoice
shall be treated as separate and apart from the ongoing performance of
the remainder of this Agreement.
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INSURANCE & INDEMNIFICATION WAIVERIMODIFICATION REQUEST
1. Requested by: f t= IZ.E21 K11,16
2. Date: i D j a-c � D 1
3. Name of contractorlpermittee: ..S bK C'9M S LXT(N 6
4. Description of work to be performed: IqEHM C31 L 1TATiON1C'ONST0C7-10A1 OOA:S(UL7A%/&A)�
1 A16 ECTf0A1,S A/ R&1 EA17-IA 4_ t�r.JEu /A/65 < P E P4�rC� ors
OJ00/TE`UA PElIVG
5. Value & length of contract: 4,90c��.°%' UNE V6-14R
6. Waiver/modification requested: PWOt"I 4159t31& Y /A(642PAA1CC dc6L),<REM(9N7S
�)14,5 IJAI VED " [AST 60-19Alb')
7. Reason for request & why it should be granted: C'OS' / -j-00 67xORIJ Ni -"Ok
COAJ,SUI-rj NL
6. Identify the risks to the city of approving this waNerlmodification: (')R019OS Cry
0A/SU-T S -20AIC %519MELc.JORK FOR 12 1 —7V 6E Al, 5 r-OR /-IgST
0 YEARS ; NO Rl.sKS AA) t 7C'rPATE1� * AID PRobeErns 50 F'qR
Department Head Signature:
Date: /,2- 2a - D 1
APPROVALS
(Approvals must be obtained in the order listed on this form. Two approvals are required for a request to be granted.
Approval from the City Administrator's office is only required if Risk Management and the City Attorney's office disagree.)
1. Risk Management
Approved ❑ Denied D G v
` Signature Date
2. City Attorney's Office
Approved ❑ Denied M &A f / L7- °L
Signature Date
3. City Administrator's Office
Approved ❑ Denied
Signature
Date
IF APPROVED, THE COMPLETED WAIVER/MODIFICATION REQUEST IS TO BE SUBMITTED TO THE
CITY ATTORNEY'S OFFICE ALONG WITH THE CONTRACT FOR APPROVAL. ONCE THE CONTRACT
HAS BEEN APPROVED, THIS FORM IS TO BE FILED WITH RISK MANAGEMENT.
A t ty m= s c'Jo nT s V n sw a i v e r
su.'i� PROFESSIONAL SERVICE CONTRACTS
6;�,,o PURCHASING CERTIFICATION
1. Requested by: TEiZ(Ll KIM&
2. Date: -b EC . go) aoo i
3. Name of consultant: S-DK CoNSULrIIgG
4. Description of work to be performed: ReHA61 LITATIOM wsTi?u e-7:on1
COMSULTA710M; INSPCCTIon1S� NE>�OI2r5'A VtS1N6
5. Amount of the contract: • eao) 000 .
6. Are sufficient funds available to fund this contract?' B Yes, ❑ No
7. Company number and object code where funds are budgeted: 86 090 301. 07365
B. Is this contract generally described on the list of professional service contracts
approved by the City Council"? tZYes, ❑ No
9. Is this contract within $25,000 or 25% (whichever is less) of the amount stated on
the list of professional service contracts approved by the City Council?'
'Yes, ❑ No
10. Were (at least) informal written proposals requested of three consultants?
® Yes, ❑ No
i 1. Attach list of consultants from whom proposals were requested (including a
contact telephone number).
12. Attach proposed scope of work.
13. Attach proposed payment schedule. CPAiD PER Houla, rn WoICES)
—& /-
.�
�� �� CH RDA DRIL, Manager
dtu�.L ` t ! Purchasing/Central Services
_ n
z
If the answer to any these questions is "No," the contract will require approval from the City Council.
Documentl -7 l# 12/5/01 1:32 PM
-3,03
LIST OF CONTRACTORS SENT RFP FOR REHAB LOAN CONSTRUCTION
CONSULTING SERVICES
2001/2002 FISCAL YEAR
Joyce DeKreek
JDK Consulting
19744 Beach Blvd. 9347
Huntington Beach, CA 92648
(714 969-8794
2 irds a�surfssde.net
Deborah A.Dirnu
Housing Programs
7441 Garden Grove Blvd., Ste. N
Garden Grove, CA 92841
(714) 799-7175
(714) 799 5506 FAX
DebbietAh9usingRrograms.corn
Chris Bradley, Project Control Engnr.
Dugan & Associates
6350 Laurel Canyon Blvd_, #406
North Hollywood, CA 91606
(818) 752-7970
(818) 752-7976 FAX
dugancrn a[ pacbell_net
Kathi Portland
444 S. Tustin H-1
Orange, CA 92866
(714) 738-6562
Rudy Munoz
9229 Utica Ave., Ste. 120
Rancho Cucamonga, CA 91730
(909) 476-9696
Date letters sent: October 9, 2001 12
Due date: October 26, 2001
•
Jj City of Huntington Beach
200D MAIN STREET CALIFORNIA 9264B
DEPARTMENT OF ECONOMIC DEVELOPMENT
Director 714/536-5582 Redevelopment 714/536-5582
FAX 714/375-5087 Housing 714/536-5542
October 8, 2001
1DK Consulting
19744 Beach Blvd. 4347
Huntington Beach, CA 92648
RE: REQUEST FOR PROPOSALS FOR REHABILITATION LOAN CONSULTING ACTIVITIES
The City of Huntington Beach is in need of a consultant to perform specific fiinctions related to the
implementation of the City's Housing Rehabilitation Program (RLP). These functions will include the
following activities, to be performed on a per diem basis:
1. Initial inspection of single family residences, town homes, condos and mobile homes within the
City of Huntington Beach to determine existing code violations and work that is RLP and
Community Development Block Grant (CDBG) eligible, and the preparation of written work
specifications for each property inspected for proposed rehabilitation work, to include highlighted
code violations {"Owner copy')_ An additional copy of the same work specifications will be
prepared with cost estimates of the proposed work, on a line item basis, as well as a grand total
amount ("City copy")
2. Along with City staff, attendance and facilitation of meetings with construction and abatement
contractors and homeowners.
3 _ Final inspection and approval of completed rehabilitation work, as per prepared written work
specifications.
4. Construction and program -related consultation as needed.
Please prepare a Iettor proposal with your hourly fee and a resume of your qualifications. Attached is a
copy of the City's insurance requtrements. Please review them. If selected you will be required to carry
insurance coverage as described by these requirements.
The proposal will be due on Friday, October 26, 2001, no later than 4:00 PM. Should you have any
questions, I can be reached at (714) 960-8831.
Sincerely,
Terri King
Development Specialist
JDK Consulting
19744 Beach Boulevard, Suite 347
Huntington Beach, CA 92,648
714/969-8794
October 26, 2001
Mr. Gustavo A. Duran
Housing and Redevelopment Manager
CITY OF HUNTINGTON BEACH
Department of Economic Development
2000 Main Street
Huntington Beach, CA 92648
Dear Mr. Duran:
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Ao
I am pleased to submit my proposal for Administration of the Housing Rehabilitation and
Affordable Housing Programs. This is being submitted in response to your Request for
Proposal (RFP) and is based on: 1) the scope of work and description of tasks identified
in the proposal 2) individual experience in managing similar projects.
I would like to take this opportunity to familiarize you with my capabilities in the field of
loan processing and inspection services. IDK Consulting is a WBE. I have been a
consultant to cities and counties throughout Southern California for 23 years,
administering their CDBG and HOME programs and residential and commercial
rehabilitation programs funded through Federal and State Grant Programs,
Redevelopment Agencies and the Federal Emergency Management Agency (FEMA). I
have considerable knowledge of the Uniform Building, Electrical, Mechanical and
Plumbing Codes.
I have administered a full range of residential and commercial rehabilitation programs in
thirty three cities throughout Los Angeles, Orange, Riverside, Sari Bernardino, San Diego
and Ventura Counties.
I provide services on a temporary or permanent basis such as: application and
administration for the City and County's CDBG Program, environmental review for
CDBG and HOME projects, preparation of the City's Consolidated Annual Performance
and Evaluation Report (CAPER), data entry into the Integrated Disbursement
Information System (IDIS), applicant intake for rehabilitation programs, initial inspection
of properties to determine code violations as well as proposed work eligible under the
program guidelines, written work write-ups for individual properties for proposed work
including highlighted code violations, cost estimates on a line item basis as well as a total
amount, pre -construction meetings with contractors and property owners, final
inspections and Notices of Completion.
As i am sensitive to the City's urgent needs to implement programs and address backlogs,
I would be able to coordinate my time on an as needed basis. After the work flow has
been established and the backlog is maintained, I will adjust my hours to meet the City's
needs.
My rate is based on an hourly rate of $58.00 per hour.
With this introduction, I hope that I can assist the City with its community development
efforts. I would be happy to meet Mth you to discuss my capabilities more thoroughly.
Very truly yours,
Joyce de Kreek
Grant Coordinator